Lm Wealth Management, LLC is listed as Managing Member at Messina Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Messina Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lm Wealth Management, LLC work?
Lm Wealth Management, LLC is listed as Managing Member at Messina Wealth Management, LLC on SEC Form ADV.
How much of Messina Wealth Management, LLC does Lm Wealth Management, LLC own?
Form ADV reports a beneficial ownership band of 50-75%.